+21.3%
KWEB vs BEN
+19.1%
+2.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.7% |
| 7D | -3.6% | +3.4% | -6.9% | -4.8% |
| 30D | -14.9% | +1.8% | -16.7% | -15.5% |
| 3M | -5.4% | +8.4% | -13.8% | -8.6% |
| 6M | -18.9% | +35.6% | -54.5% | -28.4% |
| YTD | -27.2% | +46.4% | -73.6% | -37.9% |
| 1Y | -34.2% | +46.3% | -80.6% | -44.0% |
| 3Y | +0.6% | +54.6% | -54.0% | -18.7% |
| 5Y | -43.5% | +39.4% | -82.9% | -53.0% |
| 10Y | -20.6% | +57.6% | -78.2% | -41.5% |
| All | +21.3% | +19.1% | +2.2% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling